Same Payee but on different accounts need to be assigned to different category

barjohn

Example: My wife and I both make many purchases from Amazon.  When it is paid from one of her accounts it is a different category than when it is paid from one of my accounts and even changes based on the account.  All the accounts send the payee as Amazon.  There are other cases where it depends on the account and or the amount of the transaction.  For example: I pay our house cleaner by check and it is nearly always the same amount but I write other checks that are a different but same amount such as mortgage.  The payee always shows as Check# XXXXXXXXX and does not show the payee listed on the check.  I can only differentiate by the dollar amount.

Category rules need to allow for differentiating based on the account and or the amount for the same payee.

Coach Natalie

Hello @barjohn,

Thank you for sharing your feedback with the Community!

I found an existing Idea post that appears to be exactly what you're looking for: https://community.simplifimoney.com/discussion/2142/ability-to-create-transaction-rules-for-amounts-and-accounts-edited/p1?new=1

If so, I would definitely suggest adding your vote and feedback there. I also found another Idea post that you may be interested in checking out: https://community.simplifimoney.com/discussion/1233/idea-sync-reconcile-amazon-major-retailer-order-details-would-be-amazing#latest

I hope this helps!

-Coach Natalie

barjohn

Those appear to be similar requests, I suggest merging mine in with the others.  The current categorization is simply in adequate and it is too easy to inadvertently change all your prior categorized payments when you only meant to change the one.